Independent Financial Group’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History

Independent Financial Group’s Portfolio RSPT Stock Details RSPT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$740K	Buy	11,228 +2,388	+27%	+$151K	0.01%	808
2026 Q2	$570K	Sell	8,840 -455	-5%	-$26.1K	0.01%	941
2026 Q1	$421K	Buy	9,295 +795	+9%	+$37.1K	0.01%	1012
2025 Q4	$387K	Hold	8,500	–	–	0.01%	1027
2025 Q3	$379K	Sell	8,500 -11	-0.1%	-$462	0.01%	973
2025 Q2	$347K	Sell	8,511 -161	-2%	-$5.83K	0.01%	954
2025 Q1	$297K	Buy	8,672 +6	+0.1%	+$225	0.01%	939
2024 Q4	$324K	Buy	8,666 +78	+0.9%	+$2.97K	0.01%	871
2024 Q3	$324K	Buy	8,588 +278	+3%	+$10.1K	0.01%	844
2024 Q2	$305K	Buy	8,310 +329	+4%	+$11.4K	0.01%	827
2024 Q1	$281K	Buy	+7,981	New	+$269K	0.01%	810
2023 Q3	–	Sell	-7,690	Closed	-$226K	–	947
2023 Q2	$226K	Buy	7,690 +10	+0.1%	+$273	0.02%	777
2023 Q1	$212K	Buy	+7,680	New	+$202K	0.02%	750

Other funds holding RSPT

NRS

Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

AIA

Aventus Investment Advisors Naples, Florida $137M AUM 14.14% 1-Year Est. Return

YWM

Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SCA

Sage Capital Advisors Sioux Falls, South Dakota $498M AUM 28.29% 1-Year Est. Return

WAM

Walker Asset Management Verona, Missouri $197M AUM 22.74% 1-Year Est. Return

BWM

Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return

GRWP

Green Ridge Wealth Planning Montville, New Jersey $249M AUM 26.89% 1-Year Est. Return

Independent Financial Group's RSPT Position: Q3 2026 in Review

Independent Financial Group increased its Invesco S&P 500 Equal Weight Technology ETF (RSPT) stake by 27% in Q3 2026, buying an estimated $151K and bringing the position to 11,228 shares worth $740K. The position accounts for 0.01% of the portfolio, ranked #808.

Independent Financial Group first reported a position in RSPT in Q1 2023 and has held it in 13 quarters since. 47 funds tracked by Wall St. Rank hold RSPT as of Q3 2026.

Independent Financial Group held 11,228 shares of Invesco S&P 500 Equal Weight Technology ETF worth $740K as of Q3 2026.
Independent Financial Group bought 2,388 Invesco S&P 500 Equal Weight Technology ETF shares in Q3 2026, an estimated $151K.
Invesco S&P 500 Equal Weight Technology ETF made up 0.01% of Independent Financial Group's portfolio in Q3 2026, its #808 holding.
Independent Financial Group first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q1 2023 and has held it in 13 quarters since.
47 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.